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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,968 | $29,319-14.8% | $52,425-52.4% | $82,448-69.7% |
| Participation rate | 89.2% | 46.9%+42.3pp | 55.6%+33.6pp | 68.1%+21.1pp |
| Annual return | 18.58% | 535.20%-516.6pp | 302.12%-283.5pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,783 | $586+545.0% | $914+313.8% | $2,551+48.3% |
| Participant deferral / active EE | $2,351 | $1,171+100.7% | $1,790+31.3% | $4,139-43.2% |
| Admin fee / account holder | $884 | $1,962-54.9% | $2,495-64.6% | $7,234-87.8% |